SLT HOLDINGS LLC
DBA: SL CAPITAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $230.3M |
| Discretionary | $230.3M100% of AUM |
| Client Accounts | 416 |
| Avg Account Size | $554K |
| Employees | 4 |
| Peak AUM | $230.3MMar 2026 |
AUM by Client Type
Total AUM
$230M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $230M | +11.6% | — | — | |
| Discretionary AUM | $230M | ||||
Key Metrics
| Total AUM | $230.3M |
| Discretionary | $230.3M |
| Employees | 4 |
| Client Accounts | 416 |
Contact & Location
Address
20707 N PIMA RD
SCOTTSDALE AZ 85255
Phone
480-359-7092
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$230M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Oct 2023
•CFTC order
Related Entities (Item 7)
Pension Consultant